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Professional Certificate in Fiduciary Management

Hybrid or Online Program

This program is offered in two formats hybrid and online. The hybrid program combines face-to-face classroom instruction with online instruction and activities. The online program allows you to participate in the face-to-face course meetings through Live Webcasts. This offers you the opportunity to observe and discuss ideas with other online students, classroom students and instructors. Attendance in the live and/or webcast sessions are mandatory.

If you are looking for a satisfying and rewarding career that makes a real difference in people's lives, being a Professional Fiduciary is for you. As the number of senior citizens and disabled adults grows, so does the need for conservators and estate administrators who can make the best possible decisions for them.

Professional fiduciaries are in a unique position of trust—one that requires unique skills and knowledge. In the UCR Extension Professional Fiduciary Certificate program, you'll learn:

Legal procedures and codes

Business standards of practice

Accounting and asset management

Ethics and more!

Whether you're starting a new career, you have a duty as a court-appointed trustee as a part of your current career or you want to feel confident managing an estate or acting as a personal financial representative for a loved one, the first step is a strong educational foundation.

When you take courses at UCR Extension, you'll also get:

The most up-to-date information about the law and current practices in the field

Access to leading experts who help prepare you for both the rewards and challenges of this fast-paced, growing career

A strong educational foundation to help you pass the newly required Professional Fiduciary state licensing exam, administered by the California Department of Consumer Affairs.

The need for guardians will only increase, particularly as more baby boomers retire and the laws governing elder care become more complex. Get started now on a new path to success!

Who Can Benefit?

This program is designed for practicing attorneys, current and prospective licensed professional fiduciaries, deputy public guardians and conservators, CPAs, enrolled agents, financial advisors, investment advisors, adult protective service workers, social workers, court investigator staff, and others who serve as trustees, conservators or other agents under the powers of attorney.

If pursuing the Certificate, this course is recommended to be completed in the first quarter or concurrently with other courses.

Completion Information

Completion Requirements

To earn the Certificate, students must successfully complete (grade C or better) 14 units of required coursework.

Completion Time

The program can typically be completed within 12-15 months.

Cost

The cost for the program is approximately $2,400 - $2700 which includes required textbooks and materials.

Prerequisites

Individual courses are open to anyone who wants to learn about fiduciary processes. To be a California licensed Professional Fiduciary, you must meet the minimum requirements set forth by the California Professional Fiduciaries Bureau: bachelor's degree from a nationally accredited university; associate degree with at least three years working in fiduciary management; or at least five years experience working in fiduciary management. Read more about California Professional Fiduciary licensing.

Hybrid Program

This program combines face-to-face, online and webcast instruction.

The style of online learning depends upon several factors, including instructor and departmental preferences, and the location of students in the class. See the specific class description for more information.

Live Webcasts

A virtual classroom that employs live video and audio, and offers the opportunity to observe and discuss ideas with other online students, classroom students and instructors. Attendance in the live and/or webcast sessions are mandatory.